Tower Bridge Advisors, Inc.
- Regulatory AUM
- $1.5B
- Discretionary
- $1.5B
- Clients
- 807
- Avg AUM / client
- $1.9M
- Accounts
- 805
- Employees
- 14
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jan 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 375 | $198M | 13.3% |
| High net worth individuals | 386 | $1.2B | 78.4% |
| Pooled investment vehicles (non-investment companies) | 2 | — | — |
| Pension and profit sharing plans | 11 | $14.1M | 0.95% |
| Charitable organizations | 9 | $13.5M | 0.9% |
| Corporations and other businesses | 24 | $96.2M | 6.44% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| James Maurice Meyer | Ceo, Director | CFA | Sep 2001 (25y) | 25% – 50% |
| Kachel, Jeffrey | Cfo, Principal | Mar 2004 (22y) | 10% – 25% | |
| Christopher Eugene Gildea | Principal, Chief Compliance Officer, Co Chief Investment Officer, Secretary | Oct 2019 (7y) | 10% – 25% | |
| Christopher Murray Crooks | Co Chief Investment Officer | CFP CFA | Jun 2020 (6y) | 10% – 25% |
| Filippo, Nicholas, Robert | Chief Marketing Officer, Senior Relationship Manager | Feb 2024 (3y) | 5% – 10% | |
| Daniel Patrick Rodan | Registered representative | Oct 2019 (7y) | ||
| Michael Joseph Adams | Registered representative | Nov 2020 (6y) | ||
| Shawn Michael Gallagher | Registered representative | CFA | Jul 2024 (2y) | |
| Thomas Gerald Blair | Registered representative | May 2026 (0y) |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/23/2026 | 1.44 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $1.2B (79% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 23, 2026.
View current Form ADV (SEC/IAPD) ↗